Member Profile

Mr Artur Gregorio TEP, Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

AG & Associados, Consultores
Avenida Angélica 2503
13o. andar, CJs 135/136
Consolação
São Paulo
São Paulo
01227-200
Brazil

E: arturgregorio@agassociados.com
T: +55 11 3259 0429

Profession:
Accountant / Estate Planner / Financial Planner / Tax Advisor / Wealth Management / Client Relations/Marketing/Sales / Compliance Officer/Manager
Practice Area:
Charity formation/administration, Civil-law planning (incl foundations), Company formation/management, Compliance/regulation, Cross-border estates, Estate planning/administration, Family business, Family office, Investment, Private banking, Rural family, business and agriculture, Tax, Trust planning/administration
Branch/Chapter:
STEP Brazil
Committees:
Brazil Branch Committee
Special Interest Groups:
Business Families | Cross-Border Estates | Digital Assets | International Client | Philanthropy Advisors

Founder and Managing Director of AG& Associados, a company created in 2005 with focus on providing specialized consulting and services to Brazilian ultra high net worth individuals and families that demands succession and tax planning, protection of assets, management of companies and assets, projects implementation and advice on selecting and/or creating family offices.
Previously worked 25 years in the banking industry, half of them on managing the Internal Auditing area and half on setting up and running an innovative and well succeed platform of Wealth Management Services.
Maintains a broad relationship network with experts of the wealth management industry, such as asset managers, law firms, accountants, auditors, specialized managers and consultants on real estate, agriculture, art and philanthropy in Brazil and abroad.
Experienced with dealing with officials and procedures of Brazilian Internal Revenue Service, Central Bank, Registry Chamber of Companies and Regulators of Capital Markets
Accountant, post-graduate studies in Business Administration and master in Accounting and Controllership by the University of Sao Paulo (USP).